Investment Advice and Investment Management from Basel
Serious, Independent Investment Advice for Private Clients
The importance of deciding on the best investment should not be underestimated. Whether you achieve a high return depends on the right strategy when investing. Clearly defined criteria are indispensable. As an independent investment advisor from Basel, I will be happy to support you with an individually tailored to your individual needs.
Your Financial Circumstances, Your Goals
and Your Experience
In order to find a successful long-term investment strategy, a comprehensive overview of your financial situation is required. The following questions play an important role here:
- How high are your total assets and your assets for investments?
- Are there any other assets to be considered?
- What is your regular income?
- What goals are you pursuing with your investment: Retirement provision? Asset growth? Saving for home ownership?
- What is the optimal balance between opportunities and risks for you?
- What experience have you had so far with investing?
Only when I have gained an overview of your current financial situation, your goals, your experience and your risk tolerance is it possible to provide you with individual investment advice. And this, in turn, creates the best conditions for the right investment strategy.
Investment Advice by Olivier Estoppey:
Successful Investing - through a Value Investing Strategy
When it comes to investment advice and investment management, I use a Value Investing approach. Value investing involves investing in high-quality companies that are undervalued by the market. The aim: to generate above-average returns and to limit losses at the same time. I pay particular attention to the quality, profitability and security of the investments:
Quality of the Investments
Only companies of highest quality make it to the shortlist. The real value of an investment - the so-called intrinsic value - is decisive for buying and selling decisions. Each investment is based on carefully conducted fundamental analysis and valuations.
Profitability of the Investments
It is not only the earning power of a company or the dividend yield that is decisive. The price you pay is of utmost importance for your return. A detailed analysis is therefore essential. Only those who buy at low prices can benefit in the long term.
Security of the Investments
I apply strict guidelines and consistent risk management to avoid bad investments. This includes the precise analysis of creditworthiness and important key figures regarding debt in relation to assets and income.
Transparent Investment with Online Access
You receive your own online access, which allows you to view your portfolio at any time. You are able to monitor - either on the computer or mobile via app - both the structure and the development of your portfolio. In addition, I am personally available to answer any questions you may have.
Why Independent Investment Advice is Important
Independent investment advice means that you receive personal advice tailored to your financial possibilities and needs - and not just a sales pitch for prefabricated financial products.
With Estoppey Value Investments investment advice from Basel, you always receive independent advice - just as with my wealth management and financial advisory services. The aim is for you to make the most from your investments at every stage of your life. I support you with sound analyses, serious investment proposals as well as competent order processing.
